Added to YB: 2026-05-12
Pitch date: 2026-05-08
BCRX [bullish]
BioCryst Pharmaceuticals, Inc.
Author Info
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Company Info
BioCryst Pharmaceuticals, Inc., a biotechnology company, developing and commercializing medicines for hereditary angioedema (HAE) and other rare diseases.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
22.00 (+155%)
Dividend
N/A
EV/EBITDA
8.55
P/E
-4.11
EV/Sales
3.17
Sector
Biotechnology
Category
growth
DD: BioCryst Pharmaceuticals
BCRX: HAE leader w/ ORLADEYO oral ($645M 2026 rev, +21% YoY) + acquired navenibart (92% attack reduction, twice-yearly injectable). Q1 $156.4M rev, 95%+ gross margin. Bull: dual-modality moat, BCX17725 Netherton data H2 2026, navenibart Phase 3 readout early 2027, BLA late 2027. Bear: KalVista price war, navenibart trial failure. PT $22 on rNPV: ORLADEYO peak $1.1B, navenibart $650M at 75% PoS, 12% WACC. +139% upside.
Read full article (4 min)